HCM

Harvest Capital Management Portfolio holdings

AUM $347M
1-Year Est. Return 4.08%
This Quarter Est. Return
1 Year Est. Return
+4.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.27M
3
+$2.62M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$2.1M

Top Sells

1
+$1.88M
2
+$1.56M
3
+$762K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$741K
5
KO icon
Coca-Cola
KO
+$648K

Sector Composition

1 Energy 5.45%
2 Healthcare 3.96%
3 Industrials 1.87%
4 Technology 1.8%
5 Consumer Staples 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.39%
7,185
-50
27
$746K 0.39%
30,000
28
$698K 0.36%
8,420
-100
29
$698K 0.36%
24,004
30
$667K 0.35%
5,337
-521
31
$647K 0.34%
32,312
32
$612K 0.32%
5,219
33
$586K 0.3%
3,175
-35
34
$567K 0.29%
6,970
35
$544K 0.28%
11,381
+202
36
$521K 0.27%
4,900
+1,500
37
$495K 0.26%
7,675
+1,000
38
$492K 0.26%
10,022
-140
39
$476K 0.25%
8,720
40
$470K 0.24%
21,940
41
$465K 0.24%
2,592
-209
42
$444K 0.23%
4,894
43
$443K 0.23%
11,152
44
$438K 0.23%
13,200
45
$429K 0.22%
10,374
46
$427K 0.22%
2,970
+170
47
$398K 0.21%
4,355
+675
48
$374K 0.19%
4,900
49
$369K 0.19%
3,681
50
$347K 0.18%
10,030
1
2
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